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Disclosery

REBALANCE, LLC: BRK-B position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of REBALANCE, LLC on BRK-B, newest first. How the timeline and the estimate are built.

REBALANCE, LLC held 7,765 BRK-B shares at 2026-06-30 per its 13F-HR filed 2026-07-16.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 7,765 shares
    Change vs previous 13F +30 shares

    0.2% of the 13F portfolio, value $3,885,528.

    13F-HR 0001811052-26-000007 filed by REBALANCE, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  2. period ended2026-03-31
    13F 7,735 shares
    Change vs previous 13F -141 shares

    0.22% of the 13F portfolio, value $3,706,612.

    13F-HR 0001811052-26-000006 filed by REBALANCE, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  3. period ended2025-12-31
    13F 7,876 shares
    Change vs previous 13F -1 shares

    0.23% of the 13F portfolio, value $3,958,871.

    13F-HR 0001811052-26-000002 filed by REBALANCE, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  4. period ended2025-09-30
    13F 7,877 shares
    Change vs previous 13F 0 shares

    0.24% of the 13F portfolio, value $3,960,083.

    13F-HR 0001811052-25-000007 filed by REBALANCE, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  5. period ended2025-06-30
    13F 7,877 shares
    Change vs previous 13F -28 shares

    0.26% of the 13F portfolio, value $3,826,410.

    13F-HR 0001811052-25-000006 filed by REBALANCE, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  6. period ended2025-03-31
    13F 7,905 shares
    Change vs previous 13F +160 shares

    0.31% of the 13F portfolio, value $4,210,045.

    13F-HR 0001811052-25-000005 filed by REBALANCE, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  7. period ended2024-12-31
    13F 7,745 shares
    Change vs previous 13F 0 shares

    0.26% of the 13F portfolio, value $3,510,654.

    13F-HR 0001811052-25-000002 filed by REBALANCE, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  8. period ended2024-09-30
    13F 7,745 shares
    Change vs previous 13F not available

    0.26% of the 13F portfolio, value $3,564,714.

    13F-HR 0001811052-24-000008 filed by REBALANCE, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).